Message Center

Say hello to the Lawmatics Message Center, your all-in-one dashboard for tracking and managing client messages, whether they're through texts or portal interactions. With this powerful feature, staying connected with your clients has never been more seamless.
In this article, we'll take you on a guided tour of the Lawmatics Message Center, showcasing how it centralizes all client communications into a single, organized space. From client texts to portal messages, we've got you covered. Get ready to experience a new level of efficiency, collaboration, and client satisfaction with this groundbreaking feature.
Let's dive in and explore how the Lawmatics Message Center is set to redefine client communication for your firm!

Who Can Access the Message Center?

Your firm's various users will only be able to view messages in the message center for matters that they have access to. As the admin for your firm, it is up to you to define your user roles on the User Management page in settings. When editing your roles, you can choose the matter access level for each role, highlighted below.

Whether you have chosen to give certain users access to only matters that they own, created, etc, or if you wish to give them access to all matters, this selection will also be reflected in their viewing capabilities for the message center.

Any user roles that have been granted access to all matters will be able to view messages exchanged with all matters in the message center. As the admin, the message center is your tool to keep tabs on all messages exchanged throughout your firm.

Navigating the Message Center

To access the message center, hover your mouse on the CRM tab near the top left of your screen and then select message center. Here you will see a dashboard of all of your firm's messages with clients, tailored to your user's specific access level.

First and foremost, if your firm is using the client portal, you will be able to view all messages both sent and received via the portal. Portal messaging is simple to use, and now even more simple to manage and keep track of.

Note that you can use the button at the top right to create a new portal message, or use the message type selection on the left sidebar to view only portal messages.

Next, you can also manage SMS text messages via the message center. All firms will be able to view text messages sent out via Lawmatics, and if you are utilizing our two-way texting add-on you will see message threads exchanged between your firm and the client. With two-way texting you will also have the ability to send out new text messages right from the message center as well as reply to threads.

Filtering Messages

When viewing the message center you have some filtering options. Remember that by default each user is only seeing messages for matters that they have access to. Take filtering a step further by using the left sidebar to view messages for one particular contact, SMS only, portal messages only, or all messages.

Also highlighted above, notice the options on the top right to filter by date, message status (unread vs. read), as well as sort your messages by either newest or oldest first.

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